Remote Senior Retirement Plan Consultant

Mutual of America Financial Group; Indianapolis (IN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Comprehensive benefits package

401(k) match

Parental leave

Paid time off

Job summary

A leading financial services firm is seeking a Senior Retirement Plan Consultant to represent them in sales and marketing efforts primarily within Indiana. This role involves setting appointments with Plan Sponsors of 401(k) and 403(b) plans, cultivating new client prospects, and participating in client review meetings. Candidates must have at least 5 years of sales experience, knowledge of retirement products, and strong communication abilities. A competitive salary with uncapped commissions and comprehensive benefits is offered.

Qualifications

• 5+ years of outside business-to-business sales experience with proven efficiency.
• Demonstrated cold-calling sales ability.
• Active FINRA Series 6, 63, and SIE license or ability to obtain.

Responsibilities

• Set qualified appointments with Plan Sponsors of 401(k) and 403(b) plans.
• Cultivate new prospects and exceed sales goals.
• Attend client review meetings with the Customer Relationship Manager.

Skills

Outside business-to-business sales experience

Knowledge of retirement products (401(k) and 403(b) plans)

Outbound cold calling

Strong communication skills

Strong relationship-management building skills

Strategic thinking

Education

Bachelor’s degree

Job description

A leading financial services firm is seeking a Senior Retirement Plan Consultant to represent them in sales and marketing efforts primarily within Indiana. This role involves setting appointments with Plan Sponsors of 401(k) and 403(b) plans, cultivating new client prospects, and participating in client review meetings. Candidates must have at least 5 years of sales experience, knowledge of retirement products, and strong communication abilities. A competitive salary with uncapped commissions and comprehensive benefits is offered.